February 23, 2022

NH&RA Annual Meeting & Symposium On Tax Exempt Bonds (2022)

Pre-Conference Symposium On Tax Exempt Bonds Agenda

Tax-exempt bonds are increasingly driving affordable production across the country delivering new units and preserving existing affordable housing. As bond developers navigate new challenges including rising interest rates, private activity bond volume cap constraints and rising costs, it is critical to stay abreast of the latest market developments, financial structures and innovative strategies impacting bond financing. Join NH&RA for our Fifth Symposium on Tax Exempt Bonds on February 23 and gain insight into which financial executions drive the most proceeds and flexibility in today’s marketplace and how they can be coupled with emerging public policy strategies to maximize private activity bond resources. This case study and transactional finance driven day will explore how developers are expanding production into previously unreachable markets.

All times are listed in Eastern Time (ET).

Wednesday, February 23
Time	Description
9:00am	Welcome & Introductions
9:15am	Policy & Practice: PAB Volume Cap Overview & Management Strategies Speakers: Jill Cromartie, Georgia Department of Community Affairs Khayree Duckett, Dominium Development & Acquisitions Mark Shelburne, Novogradac Consulting Kaitlyn Snyder, NH&RA MODERATOR
10:15am	Networking Break
10:45am	Deal Structures Part 1: Freddie Mac and Private Placement Executions Speakers: Dan Bronfman, Pacific Western Bank Dan Duda, Churchill Stateside Group Alysse Hollis, Coats Rose MODERATOR Barry Krinsky, Citi Community Capital Tammy Ofek, CapM Funding Tyler Probst, Lument
12:00pm	Networking Luncheon [Sponsored by Vitus] Sponsored by:
1:00pm	Deal Structures Part 2: Fannie Mae, FHA & HFA Risk Share Executions Speakers: Brian Blue, Arbor Realty Trust Brad Edgar, Stifel Brooke Kim, Vitus Tim Leonhard, Berkadia Kent Neumann, Tiber Hudson LLC MODERATOR
2:00pm	Networking Break
2:30pm	High Yield Tax Exempt Issues for Workforce Housing: 501(c)3 and Essential Function Bonds Speakers: Greg Goldberg, RBC Capital Markets, R. Wade Norris, Norris George & Ostrow PLLC MODERATOR Tax Exempt Bond Financing – Positive Outlook Handout Jeff Philp, Orrick Alex Zaman, Citigroup Global Markets Inc.
3:30pm	Networking Break
4:00pm	Financing & Policy Strategies for Mixed-Income and Mixed-Use Bond Transactions Speakers: Rodger Brown, Preservation of Affordable Housing Stephen Garchik, SJM Partners Inc. Steve Minn, Lupe Development Partners Jim Spound, R4 Capital Funding LLC MODERATOR
5:00pm	Conclusion of Symposium
6:30pm	Board of Directors Dinner (Directors & Spouses Only)